Client Service Financial Services

Tammy Yvette Tirado

***** *********** ***** ****** ** 75035

Cell: 214-***-**** Email: ad1ur1@r.postjobfree.com

Position:

To be administrative, operational & clerical support to one or more persons.

Experience:

●Jenna Regan Photography, McKinney, Texas ~ From October 2022 to present

Assistant to the owner, working part time. Performing random work from helping with client meetings, personal shopping, assisting on a photography session.

Previous Experience:

●Kindred Stephens Financial Group, Dallas, Texas ~ From November 2010 to October 2015

Registered Client Service Associate, working for two brokers who started their own independent business with the Wells Fargo platform. Job duties included: receptionist, client service specialist, database manager (set up), office clerk, trading liaison, all while learning compliance requirement standards, setting up records, keeping brokers up to date on changes and manning the office while brokers were away on training or client meetings.

●RBC Wealth Management, Plano, Texas ~ From February 2000- September 2009

Senior Registered Client Associate, new to this business as the receptionist working for three young brokers, quickly learning the systems and business, was moved from receptionist position in October 2000 to the position of client associate for the number one producer in the office. Job duties included: client service, keeping records, sending correspondence, reporting, trading, moving assets, maintaining database, compliance records and updating information as needed for files and sharing new information with brokers.

●Fostech Solutions, Oklahoma, Minnesota, Texas ~ From 1993-2000

Office Administrator ~started a family business from the ground up.

●Envirostaff, Minneapolis, MN ~During 1994-1995

Sample Intake Manager for Huntington Laboratory in St. Paul Minnesota. Tasked with organizing and distributing samples for various testing while utilizing hold times and chain of custody requirements.

Education: Bachelor’s of Science: Chemistry & Medical Biology, 1993

From Southeastern Oklahoma State University Durant Oklahoma

Computer Skills: 60 words per minute, Word, Excel, Google Docs & Sheets, various CRMs.

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